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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Category: Equity: ELSS
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.88% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,871.7 Cr As on (29-11-2024)
Turn over: 26
NAV as on 26-12-2024

202.1472

0.19 (0.0934%)

CAGR Since Inception

12.28%

NIFTY 500 TRI 12.63%

PERFORMANCE of UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 26-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option 16.32 11.88 17.24 12.49 12.28
NIFTY 500 TRI 18.23 16.34 19.19 14.14 12.63
Equity: ELSS 21.6 17.03 19.27 13.99 16.05

Yearly Performance (%)

Nav Movement

Fund Managers

Vishal Chopda

Investment Objective

An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.

RETURNS CALCULATOR for UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option 12.37 0.45 -3.34 0.96 - -
Equity: ELSS - - - - - -

PEER COMPARISION of UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 26-12-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option 01-08-2005 16.32 19.58 11.88 17.24 12.49
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 50.34 43.07 28.42 24.43 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 35.1 30.35 19.65 20.31 13.92
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 34.2 31.24 19.42 19.73 14.27
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 30.35 34.41 24.95 24.55 14.97
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 29.8 30.41 20.2 21.65 15.95
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 29.25 30.97 0.0 0.0 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 25.9 27.45 19.73 21.4 16.12
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 25.87 28.06 15.45 19.11 14.57
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 25.47 27.91 17.44 18.32 13.32

PORTFOLIO ANALYSIS of UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Asset Allocation (%)